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RR

Roland C. Rusich

Some features on this profile are disabled
CRD#: 2696421
RR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roland Cortes Rusich was a registered financial professional .

Roland is a previously registered financial professional and started their career in finance in 1996. Roland had worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPEDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 1, 2021 - December 20, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
MANDEVILLE, LA
Past

September 16, 2013 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
MANDEVILLE, LA
Past

September 16, 2013 - December 20, 2023

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
MANDEVILLE, LA
Past

March 5, 2010 - August 21, 2013

NEW ENGLAND SECURITIES

RIA
CRD#: 615
MANDEVILLE, LA
Past

January 13, 2010 - August 21, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
MANDEVILLE, LA
Past

November 20, 2008 - February 2, 2010

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
MANDEVILLE, LA
Past

January 23, 2002 - February 2, 2010

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
MANDEVILLE, LA
Past

September 6, 2001 - January 23, 2002

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA
Past

March 6, 1996 - August 17, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 6, 1996 - August 17, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/6/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/10/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/5/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)
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Contact information

Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245

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